About this Guide

This guide describes how Apttus Contract Management works and how to manage contracts for your organization and your customers.

TopicDescription
What's CoveredThis guide walks the Contract Management user through a set-up of the entire contract management process. It covers step-by-step instructions, and use cases for the features provided by Contract Management.
Primary AudienceIndividuals who are working on any aspect of contracts: contract managers, contract creators, contract negotiators, contract reviewers, contract facilitators, and legal team.
IT EnvironmentRefer to the latest Contract Management on Salesforce Release Notes for information on System Requirements and Supported Platforms.
UpdatesFor a comprehensive list of updates to this guide for each release, see the What's New.
Other Resources
  • Contract Management Admin Guide: Refer to this guide for installing and setting-up Contract Management in your organization.
  • X-Author User Guide: Refer to this guide for detailed instructions on setting up templates and editing agreement documents.

This guide describes the following tasks:

  • Creating an Agreement from an existing Account or Opportunity: You can choose an existing Account or Opportunity to create a new agreement.
  • Generating an Agreement: After creating an Agreement, you can use a template to generate a document and preview it.
  • Sending an Agreement for Review: You can send the generated Agreement document to the customer for review.
  • Completing Negotiations: After the review phase, the terms and conditions are negotiated and finalized between the engaged parties.
  • Activating an Agreement: After an Agreement is finalized and signed, you can activate the Agreement to bring it into effect.
  • Reporting: You can store the activated agreements in different formats, such as reports and dashboards.

Before using Contract Management, you must be familiar with the following:

  • Basic Salesforce administration
  • Salesforce and Apttus terms and definitions
  • If you are new to Apttus Contract Management, begin here: get started.